[A Checklists Project]

Checklist Feed

Improving the clarity of Checklist statuses to create more efficient workflows for admins and managers.

Platform

Desktop

Role

Product Designer /Researcher

Delivery Time

2 Weeks

A web view showing a table for Checklists

The Problem

Checklists are often used to gauge overall project progress; however, it’s a hassle for office staff to check the status of each checklist within active projects, resulting in wasted time.

The Problem

Checklists are often used to gauge overall project progress; however, it’s a hassle for office staff to check the status of each checklist within active projects, resulting in wasted time.

The Solution

A feed displaying key checklist details, like assignees, progress, and recent updates, allowing users to see checklist progress at a glance and enabling them to stay up-to-date with less effort.

The Solution

A feed displaying key checklist details, like assignees, progress, and recent updates, allowing users to see checklist progress at a glance and enabling them to stay up-to-date with less effort.

From an office perspective, it [Checklist Feed] makes my life easier because I can see progress in real-time and know when I need to step in if things aren’t moving along..."

From an office perspective, it [Checklist Feed] makes my life easier because I can see progress in real-time and know when I need to step in if things aren’t moving along..."

It's the Little Things

By providing instant insights into checklist progress and real-time activity information, users can check in on multiple projects without the extra navigation previously required.

It's the Little Things

By providing instant insights into checklist progress and real-time activity information, users can check in on multiple projects without the extra navigation previously required.

Preserving Scroll Positions and Quick Links to Checklists

This hover interaction was a direct result of feedback from other parts of our web app. Users were frustrated when content opened in the same tab, causing them to lose their spot due to pagination. To address this, I introduced a new convention for our app: a hover state that clearly indicates the impending action and prevents users from losing their spot due to pagination. From this feed, users can jump into various projects and checklists, all from one location.

Preserving Scroll Positions and Quick Links to Checklists

This hover interaction was a direct result of feedback from other parts of our web app. Users were frustrated when content opened in the same tab, causing them to lose their spot due to pagination. To address this, I introduced a new convention for our app: a hover state that clearly indicates the impending action and prevents users from losing their spot due to pagination. From this feed, users can jump into various projects and checklists, all from one location.

The Context

When we launched Checklists in 2021, we didn’t anticipate it becoming such a widely utilized tool for templated checklists. As the number of checklists grew, it became clear that we needed to provide more efficient paths for users to find and track various checklists across projects.

The Context

When we launched Checklists in 2021, we didn’t anticipate it becoming such a widely utilized tool for templated checklists. As the number of checklists grew, it became clear that we needed to provide more efficient paths for users to find and track various checklists across projects.

We have so many jobs going on almost 24/7… digging through all of them to find the right checklist really just takes too much time.

Checklists are one way I measure progress at a job. Usually, I just have to keep it up and open so I can refresh and see the latest changes. Otherwise, I can’t find it again.

Managing Active Projects

On average, users manage 6 active jobs at any given time. These projects vary in scope and complexity, requiring constant attention and force users to frequently context switch.

Managing Active Projects

On average, users manage 6 active jobs at any given time. These projects vary in scope and complexity, requiring constant attention and force users to frequently context switch.

Line graph depicting the user journey through different emotional stages while managing checklists. The stages include: Stage 1 - Optimism, Stage 2 - Confusion, Stage 3 - Irritation, Stage 4 - Relief, Stage 5 - Completion, and Stage 6 - Exasperation. The graph illustrates the process of looking for a checklist, scrolling, finding and checking progress, and then repeating the process.

How might we streamline the process for office staff to quickly check on the latest checklist updates?

How might we streamline the process for office staff to quickly check on the latest checklist updates?

Leveraging Established Conventions

Utilizing existing conventions from the Project and Reports Feeds, the Checklists Feed was created to consolidate all collected information in one place. This approach aligned with our goal to ‘own the capture layer’ without shifting into project management.

Leveraging Established Conventions

Utilizing existing conventions from the Project and Reports Feeds, the Checklists Feed was created to consolidate all collected information in one place. This approach aligned with our goal to ‘own the capture layer’ without shifting into project management.

A Checklists interface displaying a list of checklists with columns for Checklist Name, Project, Progress, and Last Activity. Each checklist entry includes links to the checklist URL and project URL, progress bars showing tasks completed, and avatars of users who completed tasks with the titles and timestamps of the last tasks completed.
A Checklists interface displaying a list of checklists with columns for Checklist Name, Project, Progress, and Last Activity. Each checklist entry includes links to the checklist URL and project URL, progress bars showing tasks completed, and avatars of users who completed tasks with the titles and timestamps of the last tasks completed.

*This graphic was a collaboration between myself and another designer.